Taxvisor.com

Income Tax Planning Spreadsheets

A 2018 version is
now available with the recently signed tax laws going into effect on January 1,
2018.

Don't be fooled by the lack of complexity of this web page. The
software available on this web site is amongst the most sophisticated and user friendly
for planning your taxes. We put our energies into the spreadsheets that you are
about to download, instead of glitzy web pages that are more functional than the products
they tout.

These spreadsheets are applicable to residents of the United States who
file personal income taxes. The spreadsheets assume that you are a
full-time resident of the state that you work in (tax rates and schedules are tuned for
this situation only). If you are a resident of one state and work in another, or
have multiple sources of income attributable to multiple states, then you should consult a
tax advisor to see if these spreadsheets apply to your situation. Most individuals
will be able to use these spreadsheets for planning their personal income taxes. At
the very least, the Federal Only spreadsheet will apply to residents of the
United States who earn income in the United States.

The tax planner spreadsheets allow you to perform on-the-fly tax planning
with minimal effort. Most people will be able to model their federal and state
taxes in a matter of minutes. This is no hoax and no joke: you will be able to plan
for your taxes in less time and at significantly less cost than you have ever been able to
in the past. These spreadsheets are real products that are currently supported
on Windows and are being provided freely to anyone who wants them, no obligation!

The tax planner spreadsheets require that you have Microsoft
Excel version 5.0 or higher. Excel version 5.0 is often called "Excel 95". Users who have newer versions of Excel (such as Excel
in the Microsoft Office 2000 / XP / 2003 / 2007 / 2008 / 2010 / 2011 / 2012 /
2013 / "365" suites) will
have no trouble using these spreadsheets.

IMPORTANT: After loading the
spreadsheet into Excel, make sure to read all the instructions at the top of the
sheet. If you are attempting to edit a cell and being asked for a
password, you are doing it wrong (computational cells are locked against edit
with formulas purposely hidden). A quick read of the instructions will
make it clear what cells you can and cannot edit. You do not need the
password, the sheets are fully functional as-is.

Versions and Latest News

Tax Year 2018

Version 1.02, 2/25/2018, locked the miscellaneous 2%
deduction cell in both the Federal and California spreadsheets to the value 0.00 since
those deductions are eliminated starting this year with the new tax law.
Also modified the value in cell B78 in the "2018-Joint" tab of the California
spreadsheets to default to NO, matching the default setting in the Federal
worksheets (this value can be changed by the user).

Version 1.01, 1/31/2018, fixed a bug in the federal tax
sheet in calculating LTCGs. Also fixed two bugs in the federal AMT
taxable income computation in all sheets when the standard deduction is used
in favor of itemized deductions.

Version 1.0, 1/1/2018, the 0.81 beta version below is
renamed as 1.0, no changes or bugs discovered since its release (the
download links/content have not changed)

Version 0.81 (Beta), 12/24/2017, fixed an edge case
calculating LTCGs where taxable income with/without LTCG income straddles
the 0% and 15% brackets.

12/23/2017, published a version of the spreadsheets which
calculates 2018 taxes under the old tax law so that you can determine
whether the new law is providing you with a tax cut or hike, and if so, how
much. This special version is not going to be maintained for obvious
reasons, and is downloadable only as a ZIP file (see the MacOS Download
section below). The ZIP file will extract and operate correctly on
both Windows and MacOS platforms.

Version 0.8 (Beta), 12/22/2017, fixed the long standing
problem with low income LTCG tax calculations in all
spreadsheets. For example, married filing joint filers with taxable
income below $77,200 will pay 0% on their long-term capital gains. Due
to the significant differences in the new tax code this year, it is not
possible to back port these specific fixes made to prior calendar years.

Version 0.7 (Beta), 12/21/2017, fixed the AMT taxable income
calculation to account for all types of Schedule A deductions or the
standard deduction; added nontaxable state income to the NIIT calculation;
eliminated the Pease limitation calculation from Schedule A deductions

Version 0.5 (Beta), 12/20/2017, initial test release with
the new
H.R. 1: Tax Cuts and Jobs Act legislation changes in place. It is
expected that this first release contains bugs and will be updated once more
reliable and detailed information about the new tax law is made available.
Therefore it is recommended that you use this version only for testing
purposes.

Tax Year 2017

Version 1.1, 12/21/2017, added nontaxable state income
to the NIIT calculation

Version 1.09, 12/17/2017, fixed an edge case where MAGI for
NIIT purposes failed to include prior year state tax refunds and "Other
Income"

Version 1.08, 10/26/2017, updated California spreadsheet
with new CA FTB published rates and exemptions for 2017

Version 1.07, 9/8/2017, fixed an edge case where the
Medicare NII 3.8% surtax was being included twice in normal income tax
calculations

Version 1.06, 8/16/2017

modified the cell notes and labels
of cells B28 and B34 in all spreadsheets to reflect proper accounting of
taxable social security income. No actual changes in the formulas were
made, only better documentation of how to handle social security income that
is taxable either/both at the federal and state level.

Enhanced the
Medicare surtax calculations into two parts: the 0.9% which is normally
withheld on earned income and the 3.8% which is computed based on MAPI or NII (and not withheld).

AMT high income thresholds updated using the 2017
published numbers

Version 1.05, 3/26/2017, fixed the medical deduction
threshold rate for seniors in all spreadsheets

Version 1.03, 2/12/2017, simplified the Medicare surtax
calculation for high income earners in all spreadsheets

Version 1.02, 1/16/2017, fixed the computation for the
limitation of itemized deductions in the California spreadsheet that can
affect extremely high income earners

Version 1.01, 12/18/2016, fixed the federal NIIT state tax
deduction calculation which could have under reported income tax owed for
some high ordinary income earners

Version 1.0, 11/25/2016, includes spreadsheets for California
and Federal Only. The tax rates in this version will very likely
change during the course of the 2017 calendar year. New for this year
in all spreadsheets are average and marginal tax rate calculations: these
new calculations are based on the original work of Dr. Dave Smith (CPA) of
Missouri Southern State University. You can find the new calculations
in the Tax Due Summary section of the spreadsheet.

Tax Year 2016

Version 1.02, 12/18/2016, fixed the federal NIIT state tax
deduction calculation which could have under reported income tax owed for
some high ordinary income earners

Version 1.01, 11/25/2016, updated California spreadsheet
with new CA FTB published rates and exemptions for 2016

Version 1.0, 12/5/2015, includes spreadsheets for California
and Federal Only. The tax rates in this version will very likely
change during the course of the 2016 calendar year.

Tax Year 2015

Version 1.01, 12/5/2015, updated California spreadsheet
with new CA FTB published rates and exemptions for 2015

Version 1.0, 12/20/2014, includes spreadsheets for California
and Federal Only. The tax rates in this version will very likely
change during the course of the 2015 calendar year.

Tax Year 2014

Version 1.04, 12/20/2014, updated California spreadsheet
with new CA FTB published rates and exemptions for 2014

Version 1.03, 9/17/2014, updated all spreadsheets with a
correction to the 39.6% tax bracket computation for single filers

Version 1.02, 2/23/2014, updated all spreadsheets with
various corrections to tax rates, a correction to federal AMT capital gains
dual-tax basis, a data check on the federal and California AMT carry-forward amounts, and added the state tax reduction
computation for federal net investment income tax calculations

Version 1.01, 1/2/2014, updated all spreadsheets to handle
the 7.5% medical AGI threshold for seniors (over 65); California state
income tax rates updated with the latest 2014 published figures (but likely
to change again once all rates are finalized later in the year).

Version 1.0, 12/1/2013, includes spreadsheets for California
and Federal Only. The tax rates in this version will very likely
change during the course of the 2014 calendar year.

Tax Year 2013

Version 1.06, 12/1/2013, updated California spreadsheet
with new CA FTB published rates and exemptions for 2013

Version 1.05, 11/7/2013, updated all spreadsheets to fix
an error in net investment income surtax calculation, now includes all
investment income sources, not just long-term ones

Version 1.04, 9/15/2013, updated all spreadsheets to fix
an error in the federal child tax credit exemption and minor errors in
various cell labels and quick instructions

Version 1.03, 5/1/2013, updated all spreadsheets to fix
minor errors in the federal AMT income exemption rate, SE tax
computation for Schedule C income, and Medicare surtax computations for
Schedule C income

Version 1.02, 1/11/2013, updated all spreadsheets to fix
an error in calculating tax on qualified dividends, errors in Pease and
PEP limitation calculations, and newly published federal numbers for
standard deductions, personal exemptions, and AMT

Version 1.01, 1/4/2013, updated all spreadsheets to account
for the passing of the American Taxpayer Relief Act of
2012; added Medicare surtax over/underpaid calculations for amounts withheld
based on filing status

Version 1.0, 12/21/2012, includes spreadsheets for
California and Federal Only. The tax rates in this version will very
likely change during the course of the 2013 calendar year if Congress again
adjusts the AMT exemption amounts and FICA rates, and states finalize their
rates.

Tax Year 2012

Version 1.05, 1/12/2013, updated all spreadsheets to account
for the passing of the American Taxpayer Relief Act of 2012

Version 1.04, 12/21/2012, uses current tax law (aka the
"fiscal cliff") for all computations in all spreadsheets. If the
law changes, an updated version will be published.

Version 1.03, 4/22/2012, separates the number of
dependents from the number of child dependents so that the latter can be
overridden by the user to handle special-case child tax credit
situations

Version 1.02, 4/8/2012, fixed an error in the
computation of FICA over-withheld from multiple earners

Version 1.01, 2/15/2012, updated the FICA and SE-FICA
rates to be 4.2% for the entire year after Congress approved a year-long
reduction

Version 1.0, 1/18/2012, includes spreadsheets for
California and Federal Only. The tax rates in this version will very
likely change during the course of the 2012 calendar year if Congress again
adjusts the AMT exemption amounts and FICA rates, and states finalize their
rates. In this version, the federal AMT rates have been carried over
from 2011 as we believe this will be a close approximation to what Congress
will eventually do to patch the AMT for 2012 (should a patch not be
forthcoming, the current version of this spreadsheet will grossly
underestimate AMT for many taxpayers). Also, this version contains
embedded logic to properly account for the January/February FICA payroll tax
reduction plus the recapture tax (if any) associated with that reduction.
Again, in the likely event that Congress acts to extend the FICA payroll tax
reduction into further months of the year, a new version of this spreadsheet
will be made available to account for the change. In order to properly
account for the FICA payroll tax reduction and if applicable, the recapture
tax, it is necessary for users to associate the portions of their W-2 income
in the proper months that it was earned. At this time, the IRS has not
yet officially published all of the 2012 tax figures that this spreadsheet
requires to provide the most accurate calculations and thus we expect a
future version of this spreadsheet to contain updates once those figures are
known (in such cases, the 2011 figures have been carried over in this
version which should provide a close approximation).

Version 1.02, 9/24/2011, updated California and Federal
Only spreadsheets with a correction to the FICA withholding and
overpayment calculations

Version 1.01, 9/14/2011, updated California spreadsheet with
new CA FTB published rates and exemptions for 2011

Version 1.0, 1/13/2011, includes spreadsheets for California
and Federal Only. The tax rates in this version will very likely
change during the course of the 2011 calendar year if states adjust their
rates. The "last minute" federal tax legislation (extending 2010 tax
rates/brackets into 2011) has been incorporated into this release.
This version includes a fix for situations where all income is subject to
capital gains rates.

Tax Year 2010

Version 1.04, 10/30/2010, updated California spreadsheet
with new CA FTB published rates and exemptions for 2010

Version 1.03, 5/24/2010, updated all spreadsheets to
implement the repeal of Pease and PEP 2010 limitations (personal
exemptions and standard/itemized deductions not subject to high income
phase-out). It is likely that these limitations will be reinstated
for 2011

Version 1.02, 4/4/2010, updated the California
spreadsheet to alter tax rates and exemptions using newly published 2010
figures. It is likely that these figures will be further updated
later in the year once the state publishes its final rates based on
inflationary and other data

Version 1.0, 12/28/2009, includes spreadsheets for
California and Federal Only. The tax rates in this version will very
likely change during the course of the 2010 calendar year if Congress again adjusts
the AMT exemption amounts and states
finalize their rates. In this version, the federal AMT rates have been
carried over from 2009 as we believe this will be a close approximation to
what Congress will eventually do to patch the AMT for 2010.

Tax Year 2009

Version 1.05, 10/15/2009, updated California spreadsheet with
new CA FTB published rates and exemptions for 2009

Version 1.04, 10/2/2009, updated California spreadsheet with
all CA FTB published rates and exemptions for 2009

Version 1.03, 5/8/2009, updated all spreadsheets to
account for the change in 2009 federal AMT exemption limits passed in
the Stimulus bill

Version 1.02, 3/20/2009, updated California spreadsheet to
correct the maximum income limit subject to SDI/VPDI taxes

Version 1.01, 2/22/2009, updated all spreadsheets to add
user editable fields for specifying tax credits and parameters to request
that tax due calculations round to the nearest dollar. Note: changes
to the California state personal income tax rates and exemptions have not
yet been made pursuant to the recently adopted budget. These
California rate/exemption changes will be implemented later this year once
the actual surplus rate is known (either 0.125% or 0.25%), the exemption
amounts are finalized, and the withholding bracket data is published.

Version 1.0, 1/2/2009, includes spreadsheets for
California and Federal Only. The tax rates in this version may
change during the course of the 2009 calendar year if Congress again adjusts
the AMT exemption amounts, and states finalize their rates. It is also
impossible at this time to predict what the new Obama Administration and
Congress will do to the tax code, though no wide sweeping changes are
expected to take effect in 2009.

Tax Year 2008

Version 1.04, 1/2/2009, updated all spreadsheets to fix
a federal income tax calculation that occurred when taxable income did
not exceed the 15% bracket and long-term capital gains pushed that
taxable income from the 10% bracket to the 15% bracket

Version 1.03, 10/5/2008, updated all spreadsheets to account
for the AMT exemption increases included in section 102 of the
H.R.
1424 Emergency Economic Stabilization Act bill passed into law.
Also updated the California spreadsheet
to account for the portions of the 2008 state tax rates
made public.

Version 1.02, 5/10/2008, updated all spreadsheets to
account for the low income capital gains tax rate changing this year
from 5% to 0%

Version 1.01, 3/7/2008, updated all spreadsheets to account
for the itemized deduction and personal exemption phase-out limitation
percentage from 2/3 to 1/3 based on the 2008 tax law change. For high
income taxpayers in the AMT, the likely effect of this phase-out of the
phase-out is nil because the tax burden will simply shift from normal income
tax to AMT.

Version 1.0, 12/31/2007, includes spreadsheets for
California, Ohio, and Federal Only. The tax rates in this version may
change during the course of the 2008 calendar year if Congress again adjusts the
AMT exemption amounts, and
states finalize their rates. Federal AMT exemption amounts in this
version are using the "patched" 2007 figures approved by Congress for that
year only under the assumption that in 2008 another patch will be approved
and the rates comparable to those in effect for 2007.

Tax Year 2007

Version 1.05, 12/20/2007, updated all spreadsheets to
account for the one year AMT patch legislation that increased the amount
of the AMT exemption

Version 1.04, 9/3/2007, updated the California spreadsheet
only to account for the portions of the 2007 state tax rates
made public.
In December further updates will likely be required to account for the
complete set of state tax rates (this is normal for California). In
this version, any state tax figures not yet updated reflect those from the
2006 tax year.

Version 1.03, 3/19/2007, updated the California spreadsheet
only to correct the federal AMT adjustment in cell J53 if cell F73 is
changed by the user to specify that CA VDPI is being paid instead of the
default CA SDI; corrected an error in CA SDI/VPDI cell J40 if cell B76 indicates
that more than one wage earner is earning W-2 income.

Version 1.02, 2/6/2007, corrected the federal itemized
deduction phaseout limitation (now 2/3 of the computed amount). Also
added to the California spreadsheet a user capability to treat CA VPDI as
non-deductable for federal purposes if not paid into a mandatory pool.

Version 1.01, 12/19/2006, cash and noncash deductions are
subject to a maximum of federal 50% AGI (adjusted gross income). This
is the minimal threshold that applies. Other limits listed in IRS
Publication 526 may need to be considered by the user when inputting
charitable donation data.

Version 1.0, 12/9/2006, includes spreadsheets for
California, Ohio, and Federal Only. The tax rates in this version may
change during the course of the 2007 calendar year if Congress adjusts the
AMT exemption amounts which have reverted to their year 2000 levels, and
states finalize their rates.

Tax Year 2006

Version 1.04, 12/19/2006, cash and noncash deductions
are subject to a maximum of federal 50% AGI (adjusted gross income).
This is the minimal threshold that applies. Other limits listed in
IRS Publication 526 may need to be considered by the user when inputting
charitable donation data.

Version 1.08, 8/3/2000, includes a spreadsheet for the
state of Louisiana

Version 1.07, 6/2/2000, includes a spreadsheet for the
state of Georgia

Version 1.06, 4/14/2000, California spreadsheet
enhancements for the SDI calculation. The state changed the
formula effective 4/1/2000.

Version 1.05, 3/23/2000, includes a spreadsheet for
the state of Michigan

Version 1.04, 1/14/2000, California spreadsheet enhancements for state
tax deductions

Version 1.03, 1/12/2000, includes a spreadsheet for the state of
Colorado

Version 1.02, 1/11/2000, more robust Schedule A and federal AMT tax
calculations for high incomes

Version 1.01, 1/5/2000, includes a spreadsheet for the state of
Connecticut

Version 1.0, 12/31/1999, includes a much improved federal AMT
calculation, California AMT calculation, AMT carryforward tax credit, and exemption
credits for senior citizens and the blind

Tax Year 1999

Version 2.03, 1/5/2000, includes a spreadsheet for the state of
Connecticut

Version 2.02, 12/21/1999, California, Colorado, and Ohio spreadsheets
updated for final 1999 state tax rates; all spreadsheets updated to use final federal
child tax credit formula

Version 2.01, 12/3/1999, includes a spreadsheet for the state of Georgia

Version 2.0, 6/25/1999, includes the child tax credit calculation in all
spreadsheets

Tax Years 1997-1998

Version 1.0

Features

Available in Federal Only version, or Federal + State
versions.

The currently implemented states for 2018 include:
California only

The currently implemented states for 2017 include:
California only

The currently implemented states for 2016 include:
California only

The currently implemented states for 2015 include:
California only

The currently implemented states for 2014 include:
California only

The currently implemented states for 2013 include:
California only

The currently implemented states for 2012 include:
California only

The currently implemented states for 2011 include:
California only

The currently implemented states for 2010 include:
California only

The currently implemented states for 2009 include:
California only

The currently implemented states for 2008 include:
California and Ohio

The currently implemented states for 2007 include:
California and Ohio

The currently implemented states for 2006 include:
California and Ohio

The currently implemented states for 2005 include:
California and Ohio

The currently implemented states for 2004 include:
California and Ohio

The currently implemented states for 2003 include:
California and Ohio

The currently implemented states for 2002 include:
California and Ohio

The currently implemented states for 2001 include:
California, Georgia, Minnesota, and Ohio

The currently implemented states for 2000 include: California, Colorado,
Connecticut, Georgia, Louisiana, Michigan, Ohio, and Wisconsin

The currently implemented states for 1999 include: California, Colorado,
Connecticut, Georgia, Ohio, and Wisconsin

The currently implemented states for 1997 and 1998 include: Alabama,
California, Colorado, Georgia, Illinois, New York, Ohio, South Carolina, Virginia, and
Wisconsin

Please note: At this
time we are not able to accommodate any requests for implementing additional
states. If your state is not implemented above, you can still use the
Federal Only version to compute federal taxes.

Versions are updated regularly as new tax laws become effective both at
the state and federal level.

Recalculates your tax situation automatically every time you make a
change to a spreadsheet. This allows for easy "what if" scenarios to
compare different tax situations.

Provides you with accurate tax calculations so that you are neither
over nor under withheld. You will be able to compute exactly what your
withholding should be so that you do not give the government an interest free loan, nor
owe the government a large tax bill (possibly complicated by penalties and interest) at
the end of the tax year. For persons who pay estimated taxes, you will never make a
payment that is too large or too small. No more guesswork at computing your taxes!

Eliminates the need for most people to consult with an expensive tax
advisor. The spreadsheets can eliminate or greatly reduce the amount of money you
spend paying a tax advisor to compute your taxes for you.

Handles any filing status (single, married joint, married separate, and
head-of-household). Handles deductions for senior citizens and the blind.

Handles any number of dependents.

Calculates the child tax credit for any income level and filing status.

Has built-in knowledge of all federal and state tax rates and income
brackets. For states that have city or local taxes, the spreadsheet performs both
automatic calculation of these taxes while also allowing you to manually enter the taxes
owed should you wish.

Handles situations where your income changes. You can choose to
specify your income month-to-month, or yearly. For individuals who are subject to
receiving bonuses or other variable income streams, the spreadsheet makes accounting for
your ever-changing income painless.

Handles multiple income streams. Calculates any overpayments of
FICA or state taxes when multiple income streams are present.

Handles self-employment income and expenses (Schedule C). You can
enter your income and expenses month-to-month, or yearly as you wish. The
spreadsheet totally automates the complex nature of self-employement taxes and deductions
thereof.

Handles all forms of dividend and interest income, including short-term
capital gains (assets held less than 12 months) or long-term capital gains (assets held
greater than 12 months). For high-income individuals, long-term capital gains are
taxed at the proper lower rate.

Handles income sources that are federally and/or state tax-free.

Performs automatic calculation of taxes against the federal AMT
(Alternative Minimum Tax). If AMT tax is owed, it will be automatically displayed in
the spreadsheet. Allows for stipulation of AMT carryforward from previous years.

For high-income individuals, automatically calculates any Schedule A
limitations and limitations in personal exemptions (temporarily set to 0% in
2010 and 2011).

Handles taxes withheld from your paycheck as well as taxes paid on an
estimated monthly or quarterly basis.

Requires no special knowledge of the tax code, and requires no expertise
in using spreadsheets.

Includes informative cell notes, to aid in understanding what
each cell in the spreadsheet is for.

Clearly deliniates between cells that you enter data into, and cells
used solely for tax calculation purposes.

Is carefully constructed so that you will not accidentally modify a tax
calculation (off-limits, calculation cells are write-protected).

Installation is painless: for Windows,
download the self-extracting SETUP.EXE file
for the tax year of interest to you, double click on it, extract the appropriate
spreadsheet file(s), and open it in Excel. For MacOS,
download the TAXPLAN.ZIP file, unzip it to extract
the desired spreadsheet file(s), and open it in Excel. This zip file
will also work on Windows for users who do not wish to download and run an
executable from the web.

Does not make use of any macros, so there are no security or virus
issues to worry about.

Microsoft Excel version 5.0 (Excel 95) or higher. The spreadsheets are stored in
the combined Excel 5.0 / 97 / 2000 / XP / 2003 format which makes them larger than they need to be, but
allows one to resave them in any applicable format that one chooses.
NOTE:
OpenOffice and Google Spreadsheets have many bugs which prohibit use of
these spreadsheets with those non-Microsoft products. OpenOffice and
Google Spreadsheets are therefore not supported.

The Federal + California spreadsheet requires circular references
in the formulas in order to compute federal and state AMT. You must
enable this Excel feature to use this spreadsheet. To do so, open the
spreadsheet and enable circular references as follows: File
→ Options
→ Formulas
→ Enable iterative calculation (check
box); or on older versions of Excel it will be here: Tools
→ Options →
Calculation (tab) → Iteration (check
box).

These tax planner spreadsheets are being made available free of charge. There are
no usage limitations or time bombs in the spreadsheets. Please use them as you wish with
our compliments.

We welcome your feedback! Please let us know what your experience has been in
using these spreadsheets. We pride ourselves on being extremely responsive to your
concerns and suggestions! Click here
to initiate email to us.

IMPORTANT: Some browsers require that you
press and hold the SHIFT key while clicking on an item below to effect a download.
If you get confused, choose the "Save File" option that your browser presents as
a choice upon clicking an item below.

You will download a single SETUP.EXE file that you will then invoke on your computer to
effect an installation. The installation will prompt you for which spreadsheets you
wish to install. If you prefer, you can also download using the zip file method
in the MacOS Download section below (ZIP files will
extract properly on the Windows platform).

Once you have successfully downloaded the appropriate SETUP.EXE file onto your
computer, use Windows Explorer to locate the file and double click it. The
installation of the spreadsheets will thus commence. Once the installation has
succeeded, you will be able to open the extracted spreadsheet files using Microsoft Excel.

These tax planner spreadsheets were developed on a Windows compatible system
and have not been tested on Macintosh systems and therefore are not officially
supported for MacOS. However, users have reported that the spreadsheets
function without error on Macintosh systems using Excel 5.0 for Macintosh or
later. Microsoft states that there should be no problem in using these tax
planner spreadsheets on MacOS systems. You are therefore encouraged to try
using these spreadsheets on MacOS using Excel 5.0 or later at your own risk.

The Federal + California spreadsheet requires circular references
in the formulas in order to compute federal and state AMT. You must
enable this Excel feature to use this spreadsheet. To do so, open the
spreadsheet and enable circular references as follows: File
→ Options
→ Formulas
→ Enable iterative calculation
(check box); or on older versions of Excel it will be here: Tools
→ Options →
Calculation (tab) → Iteration (check
box).

You will download a single TAXPLAN.ZIP file that you will need to unzip on
your computer to extract the desired spreadsheets. In order to unzip,
simply double click on the downloaded zip file to extract the desired
spreadsheet file(s).

Unfortunately, at this time, we are not able to accommodate any
requests for implementing spreadsheets for additional states. If your
state is not yet implemented, it is very unlikely that we will be able to
implement your request in a timely manner. The same is true for feature
requests: if you find that you need additional functionality not currently
supported in the existing spreadsheet, the chances are that we will not be able
to accommodate that for you.

The spreadsheets are offered with no support or warranty.
While we try to be responsive and fix bugs, there is no guarantee that we will
be able to do so.